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VERIFIEDSpencer Corzine
AVH Invest
500 E. Whitestone Blvd.
P.O. Box 1977
Cedar Park, TX 78630
512-588-2770
Opportunity Through Transition
About AVH Invest
We are dedicated to providing a unique Advisor - Client relationship. Our approach is treating our engagement with the heart of a teacher and not a sales person. We keep close touch with our clients and mandate that telephone calls are returned within 24 - hours. We know your time is valuable and therefore meetings can be held in your home during the day or evening for your convenience. More importantly, you will have an understanding of the nature of your investments, how they work and what you can expect from them. We explain things in terms you will understand so that you have a high comfort level with what you own. We offer Full service financial planning. We currently serve 1,000 clients and $200,000,000 of assets under management. We are affiliated with a fully independent Broker Dealer with no proprietary products.
See Disclosures
General Information
Firm Start Year
1997
No. of Employees
5-9
CRD#
2940880
Firm CRD#
10205
Insurance License#
LA-951910
Name of Broker/Dealer
Osaic Wealth, Inc.
Name of Custodial Firm
National Financial Services
States Licensed in
AL, AZ, CA, DC, FL, GA, HI, ID, IL, KY, LA, ME, MD, MI, NV, NH, NJ, NY, NC, OH, PA, SC, SD, TN, TX, VT, VA, WY
Years of Experience in Financial Services
25
Number of Years with Current Firm
8
Work Experience
Wall Street Financial Group Merrill Lynch
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management
Services
Investment Types
Bonds, Mutual Funds, Stocks, Annuities, Options, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Insurance, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Email, Your Office, Phone, Video Conference, Your Home, Our Office
Compliance
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 65, Series 24, Series 55, Series 63, Series 7
Insurance and Annuity Licenses
Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Accident, Disability
Firm Information
Firm's Number of Clients
2000
Firm's Number of Planning Clients
500
Firm's Number of Managed Clients
500
Assets Managed by Firm
$350,000,000
Advisor's Number of Clients
600
Advisor's Number of Managed Clients
350
Advisor's Number of Planning Clients
500
Total Assets Under Management by Advisor
$200,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$100,000
Compensation Methods
Hourly, Flat Fee, Commissions, Based on Assets
Fee % Based on Assets
1
Hourly Rate
$250
Flat Fee Rate
Depends
Additional Details on Charges
VERY transparent and work with my clients to find a method that's suitable for them.
Minimum Fee Charged for Managed Accounts
$250
Minimum Fee Charged for Hourly Planning Accounts
$250
Minimum Fee Charged for Flat Fee Accounts
$250
Education
B.A. Accounting -
S.U.N.Y Brockport
-
Disclosures
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
Please see my website for additional information
and disclosure www.avhinvest.com. FINRA Broker
Check https://brokercheck.finra.org/
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1886540/retirementplanning-AVH-Invest-detailed-disclosure.html
Disclaimer
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.